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Matthew Hamilton Rosenberg’s Barclays BCS Stock Holding History

Matthew Hamilton Rosenberg’s Portfolio BCS Stock Details BCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$58.5K Hold
2,410
– – 0.01% 427
2026
Q2 		$64.7K Buy
2,410
+876
+57% +$21.1K 0.01% 407
2026
Q1 		$32.5K Hold
1,534
– – 0.01% 481
2025
Q4 		$39K Hold
1,534
– – 0.01% 457
2025
Q3 		$31.7K Hold
1,534
– – 0.01% 479
2025
Q2 		$28.5K Hold
1,534
– – 0.01% 512
2025
Q1 		$23.6K Hold
1,534
– – 0.01% 517
2024
Q4 		$20.4K Buy
1,534
+1,470
+2,297% +$19K 0.01% 535
2024
Q3 		$778 Hold
64
– – ﹤0.01% 787
2024
Q2 		$696 Hold
64
– – ﹤0.01% 754
2024
Q1 		$595 Hold
64
– – ﹤0.01% 795
2023
Q4 		$504 Hold
64
– – ﹤0.01% 824
2023
Q3 		$499 Hold
64
– – ﹤0.01% 821
2023
Q2 		$503 Hold
64
– – ﹤0.01% 843
2023
Q1 		$460 Hold
64
– – ﹤0.01% 883
2022
Q4 		$499 Buy
+64
New +$467 ﹤0.01% 869

Other funds holding BCS

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PP
Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return

Matthew Hamilton Rosenberg's BCS Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Barclays (BCS) position steady in Q3 2026 at 2,410 shares worth $58.5K. The position accounts for 0.01% of the portfolio, ranked #427.

Matthew Hamilton Rosenberg first reported a position in BCS in Q4 2022 and has held it in 16 quarters since. The position peaked at $64.7K in Q2 2026. 33 funds tracked by Wall St. Rank hold BCS as of Q3 2026.

  • Matthew Hamilton Rosenberg held 2,410 shares of Barclays worth $58.5K as of Q3 2026.
  • Matthew Hamilton Rosenberg left its Barclays share count unchanged in Q3 2026.
  • Barclays made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #427 holding.
  • Matthew Hamilton Rosenberg first reported a position in Barclays in Q4 2022 and has held it in 16 quarters since.
  • Matthew Hamilton Rosenberg's Barclays position peaked at $64.7K in Q2 2026.
  • 33 funds tracked by Wall St. Rank held Barclays as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.